Scoped

One workspace. Room to grow.

CRM and project management for service businesses, priced per workspace with people included. Keep customers, deals, and delivery together; connecting an AI assistant is optional. Your first workspace starts with 30 days of Pro, no card.

Billing period

Free

Just you and your assistant, with no card.

$0 / month

Free, with no payment method.

  • Just you
  • 2,000 active records
  • CRM, projects, tasks, and customer links
  • One connected assistant per person
  • Export your workspace
Start with Free

Plus

Unlimited records and agents, with your own workflow.

Monthly billing price $29$24 / month

Billed annually at $288 a year. You save $60.

$29 / month

Billed monthly. $24/month when billed annually.

  • 3 people included, then $9/mo each
  • Unlimited active records
  • Everything in Free
  • Unlimited records and connected assistants
  • Custom workflows and cycles
  • Company memory
  • Documents on projects and initiatives
Start with Plus

USD per workspace. Extra people on Plus and Pro are $9 a month each, billed monthly on annual plans too, from when they join. Annual plans are charged once a year. Applicable taxes and the final total appear at checkout. All workspace members can see workspace records; client guest access is not included.

Compare plans

Everything each plan includes. Prices are per workspace, never per person.

What each plan includes
Free$0PlusMonthly billing price $29 $24/mo$29/moProMonthly billing price $79 $66/mo$79/moEnterpriseCustom
Workspace
People13 included, then $9/mo eachUnlimited
Active records2,000UnlimitedUnlimited
TeamsUnlimitedUnlimitedUnlimited
Several workspaces on one sign-inIncludedIncludedIncluded
Customers and deals
Contacts and companiesIncludedIncludedIncluded
Deal pipelineIncludedIncludedIncluded
Call it Deals, Leads, Inquiries, or OpportunitiesIncludedIncludedIncluded
Follow-ups with email remindersIncludedIncludedIncluded
One list of who’s waiting on youIncludedIncludedIncluded
Save a lead from a pasted email or textIncludedIncludedIncluded
Last-contacted dates on every clientIncludedIncludedIncluded
Pipeline health reportIncludedIncludedIncluded
Start a project from a won dealIncludedIncludedIncluded
Customers and deals linked to the workIncludedIncludedIncluded
Notes on clients and projectsIncludedIncludedIncluded
Import contacts, companies, and deals from CSVIncludedIncludedIncluded
Company memoryNot includedComing soonComing soon
Projects and work
Projects, tasks, and milestonesIncludedIncludedIncluded
Due dates, priorities, and links on tasksIncludedIncludedIncluded
Estimates in points, hours, or daysIncludedIncludedIncluded
Blocking and related tasksIncludedIncludedIncluded
Reusable kickoff task templatesIncludedIncludedIncluded
Project status updatesIncludedIncludedIncluded
Where-you-left-off summariesIncludedIncludedIncluded
Formatted descriptionsIncludedIncludedIncluded
Archive and restoreIncludedIncludedIncluded
Rename, reorder, and retire statuses and deal stagesIncludedIncludedIncluded
Add your own statuses, deal stages, and labelsNot includedIncludedIncluded
CyclesNot includedIncludedIncluded
Initiatives across projectsNot includedNot includedIncluded
Documents on projects and initiativesNot includedComing soonComing soon
Collaboration
Comments, replies, and @mentionsIncludedIncludedIncluded
Inbox and notificationsIncludedIncludedIncluded
Follow any task for updatesIncludedIncludedIncluded
Alerts when your dates moveIncludedIncludedIncluded
Invite teammates by email or linkIncludedIncludedIncluded
Search everything, with a command menuIncludedIncludedIncluded
Keyboard shortcutsIncludedIncludedIncluded
Light and dark themesIncludedIncludedIncluded
AI assistants
Connected assistants1 per personUnlimitedUnlimited
Assistant tool callsUnmeteredUnmeteredUnmetered
More than 50 actions an assistant can takeIncludedIncludedIncluded
Access you approve and can revokeIncludedIncludedIncluded
Undo an assistant’s last changeIncludedIncludedIncluded
Assistants never message your customersIncludedIncludedIncluded
Every change recorded under who authorized itIncludedIncludedIncluded
API keys with set permissions and expiryIncludedIncludedIncluded
API docs with code examplesIncludedIncludedIncluded
iPhone and iPad
Scoped for iPhone and iPadComing soonComing soonComing soon
Dictate anywhere you type, on deviceComing soonComing soonComing soon
Turn spoken work into a task draft with Apple IntelligenceComing soonComing soonComing soon
Ask the Scoped assistant, and approve each changeComing soonComing soonComing soon
Mac
Scoped for MacIncludedIncludedIncluded
Command palette, keyboard shortcuts, and everything in one windowIncludedIncludedIncluded
The assistant on your Mac, with Apple Intelligence or a model you run, and a switch to turn it offIncludedIncludedIncluded
Security and privacy
Two-factor sign-inIncludedIncludedIncluded
Sign in with Google, Microsoft, or AppleIncludedIncludedIncluded
See and sign out your other devicesIncludedIncludedIncluded
Encrypted in transit and at restIncludedIncludedIncluded
Firewall, bot checks, and rate limitingIncludedIncludedIncluded
Daily backups, kept 14 daysIncludedIncludedIncluded
Data hosted in the United StatesIncludedIncludedIncluded
Your data never trains AI modelsIncludedIncludedIncluded
Your data is never soldIncludedIncludedIncluded
Data and admin
Workspace admin roleNot includedNot includedIncluded
Full change historyIncludedIncludedIncluded
Export your workspace anytimeIncludedIncludedIncluded
Nothing deleted when you downgradeIncludedIncludedIncluded
Transfer ownership or delete a workspaceIncludedIncludedIncluded
Billing and support
Add or remove people month to month, on annual plans tooNot includedIncludedAgreed terms
Agreed terms and invoiced billingNot includedNot includedIncluded
Guided setup checklistIncludedIncludedIncluded
Help Center guidesIncludedIncludedIncluded
Report a problem from the appIncludedIncludedIncluded
Email supportIncludedIncludedIncluded
Free$0

Workspace

People
1
Active records
2,000
Teams
Unlimited
Several workspaces on one sign-in
Included

Customers and deals

Contacts and companies
Included
Deal pipeline
Included
Call it Deals, Leads, Inquiries, or Opportunities
Included
Follow-ups with email reminders
Included
One list of who’s waiting on you
Included
Save a lead from a pasted email or text
Included
Last-contacted dates on every client
Included
Pipeline health report
Included
Start a project from a won deal
Included
Customers and deals linked to the work
Included
Notes on clients and projects
Included
Import contacts, companies, and deals from CSV
Included
Company memory
Not included

Projects and work

Projects, tasks, and milestones
Included
Due dates, priorities, and links on tasks
Included
Estimates in points, hours, or days
Included
Blocking and related tasks
Included
Reusable kickoff task templates
Included
Project status updates
Included
Where-you-left-off summaries
Included
Formatted descriptions
Included
Archive and restore
Included
Rename, reorder, and retire statuses and deal stages
Included
Add your own statuses, deal stages, and labels
Not included
Cycles
Not included
Initiatives across projects
Not included
Documents on projects and initiatives
Not included

Collaboration

Comments, replies, and @mentions
Included
Inbox and notifications
Included
Follow any task for updates
Included
Alerts when your dates move
Included
Invite teammates by email or link
Included
Search everything, with a command menu
Included
Keyboard shortcuts
Included
Light and dark themes
Included

AI assistants

Connected assistants
1 per person
Assistant tool calls
Unmetered
More than 50 actions an assistant can take
Included
Access you approve and can revoke
Included
Undo an assistant’s last change
Included
Assistants never message your customers
Included
Every change recorded under who authorized it
Included
API keys with set permissions and expiry
Included
API docs with code examples
Included

iPhone and iPad

Scoped for iPhone and iPad
Coming soon
Dictate anywhere you type, on device
Coming soon
Turn spoken work into a task draft with Apple Intelligence
Coming soon
Ask the Scoped assistant, and approve each change
Coming soon

Mac

Scoped for Mac
Included
Command palette, keyboard shortcuts, and everything in one window
Included
The assistant on your Mac, with Apple Intelligence or a model you run, and a switch to turn it off
Included

Security and privacy

Two-factor sign-in
Included
Sign in with Google, Microsoft, or Apple
Included
See and sign out your other devices
Included
Encrypted in transit and at rest
Included
Firewall, bot checks, and rate limiting
Included
Daily backups, kept 14 days
Included
Data hosted in the United States
Included
Your data never trains AI models
Included
Your data is never sold
Included

Data and admin

Workspace admin role
Not included
Full change history
Included
Export your workspace anytime
Included
Nothing deleted when you downgrade
Included
Transfer ownership or delete a workspace
Included

Billing and support

Add or remove people month to month, on annual plans too
Not included
Agreed terms and invoiced billing
Not included
Guided setup checklist
Included
Help Center guides
Included
Report a problem from the app
Included
Email support
Included
PlusMonthly billing price $29 $24/mo$29/mo

Workspace

People
3 included, then $9/mo each
Active records
Unlimited
Teams
Unlimited
Several workspaces on one sign-in
Included

Customers and deals

Contacts and companies
Included
Deal pipeline
Included
Call it Deals, Leads, Inquiries, or Opportunities
Included
Follow-ups with email reminders
Included
One list of who’s waiting on you
Included
Save a lead from a pasted email or text
Included
Last-contacted dates on every client
Included
Pipeline health report
Included
Start a project from a won deal
Included
Customers and deals linked to the work
Included
Notes on clients and projects
Included
Import contacts, companies, and deals from CSV
Included
Company memory
Coming soon

Projects and work

Projects, tasks, and milestones
Included
Due dates, priorities, and links on tasks
Included
Estimates in points, hours, or days
Included
Blocking and related tasks
Included
Reusable kickoff task templates
Included
Project status updates
Included
Where-you-left-off summaries
Included
Formatted descriptions
Included
Archive and restore
Included
Rename, reorder, and retire statuses and deal stages
Included
Add your own statuses, deal stages, and labels
Included
Cycles
Included
Initiatives across projects
Not included
Documents on projects and initiatives
Coming soon

Collaboration

Comments, replies, and @mentions
Included
Inbox and notifications
Included
Follow any task for updates
Included
Alerts when your dates move
Included
Invite teammates by email or link
Included
Search everything, with a command menu
Included
Keyboard shortcuts
Included
Light and dark themes
Included

AI assistants

Connected assistants
Unlimited
Assistant tool calls
Unmetered
More than 50 actions an assistant can take
Included
Access you approve and can revoke
Included
Undo an assistant’s last change
Included
Assistants never message your customers
Included
Every change recorded under who authorized it
Included
API keys with set permissions and expiry
Included
API docs with code examples
Included

iPhone and iPad

Scoped for iPhone and iPad
Coming soon
Dictate anywhere you type, on device
Coming soon
Turn spoken work into a task draft with Apple Intelligence
Coming soon
Ask the Scoped assistant, and approve each change
Coming soon

Mac

Scoped for Mac
Included
Command palette, keyboard shortcuts, and everything in one window
Included
The assistant on your Mac, with Apple Intelligence or a model you run, and a switch to turn it off
Included

Security and privacy

Two-factor sign-in
Included
Sign in with Google, Microsoft, or Apple
Included
See and sign out your other devices
Included
Encrypted in transit and at rest
Included
Firewall, bot checks, and rate limiting
Included
Daily backups, kept 14 days
Included
Data hosted in the United States
Included
Your data never trains AI models
Included
Your data is never sold
Included

Data and admin

Workspace admin role
Not included
Full change history
Included
Export your workspace anytime
Included
Nothing deleted when you downgrade
Included
Transfer ownership or delete a workspace
Included

Billing and support

Add or remove people month to month, on annual plans too
Included
Agreed terms and invoiced billing
Not included
Guided setup checklist
Included
Help Center guides
Included
Report a problem from the app
Included
Email support
Included
EnterpriseCustom

Workspace

People
Unlimited
Active records
Unlimited
Teams
Unlimited
Several workspaces on one sign-in
Included

Customers and deals

Contacts and companies
Included
Deal pipeline
Included
Call it Deals, Leads, Inquiries, or Opportunities
Included
Follow-ups with email reminders
Included
One list of who’s waiting on you
Included
Save a lead from a pasted email or text
Included
Last-contacted dates on every client
Included
Pipeline health report
Included
Start a project from a won deal
Included
Customers and deals linked to the work
Included
Notes on clients and projects
Included
Import contacts, companies, and deals from CSV
Included
Company memory
Coming soon

Projects and work

Projects, tasks, and milestones
Included
Due dates, priorities, and links on tasks
Included
Estimates in points, hours, or days
Included
Blocking and related tasks
Included
Reusable kickoff task templates
Included
Project status updates
Included
Where-you-left-off summaries
Included
Formatted descriptions
Included
Archive and restore
Included
Rename, reorder, and retire statuses and deal stages
Included
Add your own statuses, deal stages, and labels
Included
Cycles
Included
Initiatives across projects
Included
Documents on projects and initiatives
Coming soon

Collaboration

Comments, replies, and @mentions
Included
Inbox and notifications
Included
Follow any task for updates
Included
Alerts when your dates move
Included
Invite teammates by email or link
Included
Search everything, with a command menu
Included
Keyboard shortcuts
Included
Light and dark themes
Included

AI assistants

Connected assistants
Unlimited
Assistant tool calls
Unmetered
More than 50 actions an assistant can take
Included
Access you approve and can revoke
Included
Undo an assistant’s last change
Included
Assistants never message your customers
Included
Every change recorded under who authorized it
Included
API keys with set permissions and expiry
Included
API docs with code examples
Included

iPhone and iPad

Scoped for iPhone and iPad
Coming soon
Dictate anywhere you type, on device
Coming soon
Turn spoken work into a task draft with Apple Intelligence
Coming soon
Ask the Scoped assistant, and approve each change
Coming soon

Mac

Scoped for Mac
Included
Command palette, keyboard shortcuts, and everything in one window
Included
The assistant on your Mac, with Apple Intelligence or a model you run, and a switch to turn it off
Included

Security and privacy

Two-factor sign-in
Included
Sign in with Google, Microsoft, or Apple
Included
See and sign out your other devices
Included
Encrypted in transit and at rest
Included
Firewall, bot checks, and rate limiting
Included
Daily backups, kept 14 days
Included
Data hosted in the United States
Included
Your data never trains AI models
Included
Your data is never sold
Included

Data and admin

Workspace admin role
Included
Full change history
Included
Export your workspace anytime
Included
Nothing deleted when you downgrade
Included
Transfer ownership or delete a workspace
Included

Billing and support

Add or remove people month to month, on annual plans too
Agreed terms
Agreed terms and invoiced billing
Included
Guided setup checklist
Included
Help Center guides
Included
Report a problem from the app
Included
Email support
Included

The iPhone and iPad app requires iOS 26 or later. Apple Intelligence features need a supported device with Apple Intelligence turned on and a supported language; dictation depends on device and language support.

The Mac app requires macOS 26 or later and works with your Scoped Cloud workspace. Apple Intelligence features need a Mac with Apple silicon and Apple Intelligence turned on; a model server you run is optional and installed separately.

Scoped Connect

Free, with unlimited records and assistants. The new standalone desktop app is coming soon. Existing external-database installations remain supported.

See Scoped Connect

Which plan fits a shop like mine?

The plan a typical business of each kind starts on. Your first workspace gets 30 days of Pro either way.

Clear terms, from the start.

Which plan fits my team size?

Free is for 1 person. Plus is $29 per workspace per month with 3 people included, and Pro is $79 with 10 people included, or $792 billed annually. On either, each extra person is $9 a month, starting when they join; removing someone lowers the charge from the next monthly renewal. A five-person business on Plus pays $47 a month; from about nine people Pro costs less. Larger teams can also discuss Enterprise. Everyone in a workspace can see its records, and client guest access is not included. Workspaces created before Free became a one-person plan keep three people on Free.

What happens after the trial?

An account’s first Cloud workspace gets 30 days of Pro without a card. Later workspaces start on Free. When the trial ends, existing work stays readable and editable. Free limits apply to new records, people, agents, and paid feature creation. If more people are in the workspace than the plan includes, everyone stays: the first ones keep editing, and the rest can view and comment until you upgrade. Nothing is deleted. Archive records to make room, or upgrade.

What counts as a record?

An active task, project, initiative, company, contact, deal, note, or client follow-up. Archived records do not count. Comments, labels, attachments, and links do not use the allowance.

How does cancellation work?

Cancel, or keep your plan after all, in Workspace billing. A cancelled plan keeps paid access through the period you’ve paid for, a year included, then moves the workspace to Free without deleting work. Plan or billing-interval changes show their price before confirmation. Workspaces that subscribed before October 2026 keep the price they subscribed at until they choose another plan or interval.

What are company memory and documents?

A memory for each client company, and one for the workspace, kept as Markdown in your own Aether workspace: agreed terms, exceptions, processes and decisions, with every version kept. People and agents read it and add to it. Attach files to projects and initiatives. They are stored in your own Aether workspace, each with a short summary and its text for people and agents to read. Both are part of Plus and Pro and the trial, and they are rolling out to Scoped Cloud workspaces now. They use your own Aether workspace, which a workspace owner or admin connects from Settings → Apps; Aether’s own plan and limits apply there. On Free, files on tasks keep working, and memory and documents already stored stay readable. How company memory and documents work.

Does this include AI execution?

Scoped does not meter agent tool calls. Your external agent’s model or execution charges are separate. Charter is an invite-only orchestration product; its execution is not included in these plans.

Can I send quotes or invoice customers?

Scoped tracks deals, quoted amounts, and delivery. It does not generate or send quotes, collect signatures, invoice customers, or collect their payments. Workspace billing invoices cover your Scoped subscription.

Read the billing and plans guide

Compare the capabilities your business needs before choosing a plan.

Somebody already quoted that job. Make sure it’s you.

No card required. Your first workspace moves to Free when the trial ends, with your work intact.